Customer Management System

The following features have been added to customer management system (CMS).

Move Department Functionality

This feature enables users to move a department from one parent customer to another, streamlining department management and ensuring data accuracy.

Move Department Action:

• For all departments except the Primary department, an "Move Department" action is available in the entity detail view.

Customer Selection:

• Upon clicking "Move Department," users can select the destination customer, searchable by name and ID.

Move Options:

• Users can either move the department to its parent department or transfer it to a new organization.
• Moving to Parent Department: The child department will be automatically merged into the parent.
• Transferring to New Organization: Users can search and select a customer by name or ID.

Object Selection Checklist:

• After selecting the transfer department, users are presented with a checklist of all the items to move.

Invoice Handling:

Users have the following invoice options:

• Do not move the invoices.
• Move invoices to the parent department.
• Move invoices to the new department, with the ability to select specific open invoices based on:
  • Balance only.
  • Invoice and unapplied cash (credit move).

Contact Handling:

• Users can choose which contacts to copy.

Post-Move Actions:

• The previous department will be inactivated, and relevant details will be copied to the newly active department.
• Active jobs will be assigned a new status that does not affect KPIs (e.g., "Mistakenly Entered").
• The system will log the selected objects for future reference.
• Exceptions will be handled accordingly.

Settings Change Prompt:

• A dialog box will appear, asking: "Do you want to change the settings as per the customer the department is moved into?".

Before-and-After Comparison:

• In the final step, a grid view displays a before-and-after comparison of all changes for user verification.

Customer KPI Optimization

This feature improves the performance and reliability of Key Performance Indicator (KPI) calculations in Zenople by Aqore by revamping a stored procedure. The calculation logic has been removed from the customer KPI calculation and now pulls all the information from the job KPI to ensure accurate figures for both KPIs.

Functionality

• Improved KPI Accuracy: KPIs are calculated using data pulled from the job KPI, which ensures more accuracy.